Customizing Modules
Build new modules to bring every unique customer-facing process inside Zoho CRM
Every organization operates with a set of business processes that are unique based on their industry-specific needs. From managing customer onboarding to addressing customization requests, no two organizations operate in quite the same way. The ...
Managing Web Tabs
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and ...
Many-to-Many Module Association
Your sales data are often inter-related. When you maintain this data in CRM, you need to have ways by which you can establish the required association between them appropriately. For example, say you need to associate an account with one of your ...
Tab Settings
Tabs represent the different modules that are offered in the Zoho CRM. There are 18 modules, each representing a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, ...
Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...